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Here’s the recap of @cz_binance’s fireside with Anthony Pompliano at Cantor Convergence in Miami: He showed up in Miami just weeks after the biggest hack in crypto history and still looked calm. No stress, no drama. Just there. What stood out: Trust gets built when things go wrong, not when everything is perfect. @cz_binance basically said resilience matters more than never getting hit. That’s how you actually move Bitcoin forward. He also talked about AI and regulation. “Any new technology will go through a phase we can’t make regulation ahead of time. It moves too fast.” Crypto already went through this. AI is going through it now. And security. The $6.3B hack showed the industry (and even banks) hasn’t been taking this seriously enough. AI is making attacks faster. The only real answer is fighting AI with AI and actually working together as an industry instead of everyone doing their own thing. No full recording out yet but @cz_binance said it should be somewhere. While most people are still panicking or pointing fingers, @cz_binance is still focused on the long game. Protecting users and building through the noise. That’s why a lot of us still trust him. 🔶

短剧这行，最近被人一把掀翻了桌子。 刷到个叫 huobao-drama 的开源项目，PPT 式吹嘘它不来，上手就能真干活： 1️⃣ 分镜、视频、配音、剪辑、字幕，一整条链路一口气跑通 2️⃣ 一部短剧几分钟就出来，你基本坐旁边盯个进度 3️⃣ 关键是开源，谁都能拿去改，批量跑也没问题 说白了，靠接短剧流水单糊口的小团队刷到这个，脸上大概就俩字：完了。 以前拼谁人多、谁熬得狠，眼下拼的是谁先把工具用顺手。动作慢半拍，单子怕就轮不到你了。 🔗

As all NVIDIA employees I guess, I am deeply concerned by the campaign against Jensen Huang. Removing him would be a disaster. Many have documented on X and elsewhere how this looks like a coordinated coup. I'd add only one thing. Look at who would benefit from a dramatic weakening of NVIDIA. It is not China. It is not about selling GPUs to China because that train has left. China authorities have pushed back on the H200 the Trump administration allowed NVIDIA to sell. Look at what Jensen pushed back on: - regulations that would make open source model training too expensive - regulations that would make closed model providers immune to liabilities caused by their models. He said "if your product is not ready, then don't ship it" - regulation against model distillation. He said "this is competition. People do it all the time with NVIDIA products, they try to reverse engineer them." The other side will do everything they can to get him fired. As a French, I can't care less about his private life. I get that the US is puritan and sees it otherwise. But frankly, isn't it something he and his family has to deal with? Why should all NVIDIA employees, partners, and investors be collateral damage? Disclaimer. As my bio says, the above are my views only. I do not represent NVIDIA by any means. I only commented on publicly available information.

@aleabitoreddit Surely this is a bit dramatic. Nvidia as a company shouldn't fail and just stop without him. I'm sure there are extremely competent people and co-leaders that have been instrumental in getting the company to where it is. They not just going to stop without him?

Given NYT article, I think Jensen is gone at $NVDA, potentially by tomorrow morning with my guess the CFO as interim-CEO. But I think the stock bottoms on a RELATIVE basis compared to the semi index post earnings next week at the latest. The new interim CEO will probably want to set a low bar and the stock could trade at a single digit PE vs 11x currently on CY26. There are 40K employees at Nvidia and Jensen was a generational CEO but the pipeline of products I believe will sustain the company for ~2 years. There is a deep bench of direct reports. The analogy I would give is Steve Jobs took his medical leave in Jan-2011 and sadly died in October. $AAPL stock however rose 26%/26% in 2011/12 vs S&P 0/+12% Nasdaq -2/+14% on blistering revenue growth of 66%/45% in FY11/12. It took till year 3 for Apple revenue growth to slow dramatically to <10% in FY13 and then the stock massively underperformed that year. For the AI trade and Nvidia’s stock, the bigger question for me remains the same. Was June 22nd the top in the AI trade overall? I do not think so given Agentic AI just started this year. OpenClaw came out in January for the tech savvy and Muse from Meta for the rest of us in September with others introduced since then. Agentic requires 10-100x more tokens. But time will tell if that was THE TOP. From a technical standpoint, it does not matter if that was THE TOP. There has been forced selling in AI stocks and this Nvidia news is likely to clean out the rest. Why does it not matter? Even if it is March of 2000 and Nasdaq declines 78% from peak to trough over 2 ½ years, there were still 7 rallies that averaged 25% along the way back then. I think another one started on 11/5 but time will tell. Stay nimble and best of luck.

Why Elon Musk believes we could colonize the entire galaxy in a million years To Elon Musk, it's not even a hard question. A million years is enough to spread across the whole galaxy. So where is everyone? Nobody seems to have done it. Something stops civilizations before they get out there. That's the great filter. And it's why he thinks about Mars with one specific test. Elon: "Do we have enough resources on Mars such that if the spaceships from Earth stopped coming, you can survive?" Joe Rogan compared it to a long sea voyage where the only thing you're missing is vitamin C. And the ships could stop for reasons that aren't dramatic at all. Civilization on Earth could end with a bang or a whimper. A Mars that can survive on its own is how he thinks we get past the filter.

今天的海外红果也出收益了 不知道的自己去搜一下 Pine Drama TikTok 旗下的海外红果短剧，我们拿到的独家代理资质～ 支持线下考察，义乌附近的老板可以直接过来 持续更新同一账号每天战绩，海外短剧拉新真的太香了。 扣666拿实操资料，还有几个亲自带的名额。 #Pine# #短剧出海#

Claude Fable 5.2 vs Opus 5.5 Make 3D Animated Video From Scratch Fable 5.2 + YouTube is an absolute gold mine The skill gap to build faceless YouTube pages has closed dramatically

Biology has spent billions of years perfecting efficient intelligence, and AI hardware is starting to take notes. @unconvAI Founder + CEO @NaveenGRao unveils hardware-optimizing chips, explaining how lessons from biology can make intelligence dramatically more efficient.

The scene turns toward people and animals sharing the same difficult path through the landscape, while the setting keeps the dramatic pressure in view. #MovieScene# #FilmClip# #HeartOfTheBeast#